Investors suctioned $951 million from stock funds for the week ending last Wednesday, according to research done by the firm
One week after equity funds pulled in $1.5 billion, the losses accumulated for both domestic and international stock categories. Domestic stock funds bled $710 million and international funds shed $241 million.
Trim Tabs takes 90 mutual fund families that possess about 15% of fund assets and creates an estimate of flows for all funds.
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
